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Exponens

Wealth management

A customised long-term approach

Your wealth is built on the basis of life goals, aspirations and priorities. Our wealth management experts can help you create and develop your wealth to prepare for your future.

We will analyse and summarise your current situation, focusing on financial aspects for investing your savings, real estate aspects to suggest investments in property, and on legal and tax aspects to provide tax planning assistance and help you reduce your taxes. This analysis, in the form of a comprehensive assessment of your assets and liabilities, combined with attentive listening to your goals and projects, will enable us to propose a strategy tailored to your needs. Regardless of your profile and objectives, we will set up customised, scalable and secure strategies.

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Assisting business owners and

the liberal professions

As a business owner, creating value is one of your day-to-day challenges. An appropriate legal and tax organisation for your company enhances the value of your work.

Our professionals offer their services at all strategic stages in the life of your company.

Buying your offices

Choice of the legal structure, appropriate tax regime, anticipating the disposal/sale of the property and favourable tax conditions.

Setting up a holding company

Assistance in setting up a holding company to manage the group, organise cash flows and optimise taxation.

Investing your cash

Analysis of the financial structure, search for solutions providing a secure return and implementation of recommendations.

Transferring your company

Definition of objectives, control, ensuring equality between heirs, and reducing taxes at the time of the transfer.

Assisting individuals

A coherent organisation of your assets is necessary to enable you to achieve your objectives. We will analyse your needs and situation and propose the solutions to be implemented.

We can also help you implement these recommendations by selecting banks or insurance companies that offer products in line with our analysis.

Tax planning and reducing taxes

We can put in place a tax optimisation strategy to reduce your property income, minimise taxable capital gains and reduce taxes through investments.

Investing your money

We will select financial investments and vehicles that offer the best results to secure and grow your capital in accordance with your objectives.

Investing in real estate

We will analyse your situation and advise you on the most appropriate real estate investment and tax regime.

Preparing and transferring

Together, we can prepare your transfer/succession project to preserve and enhance your wealth, protect your loved ones and optimise taxation.

Contact our expert partners

All our expert partners
Partner, Chairman of the Exponens Group, Chartered Accountant and Statutory Auditor
Graduate of ESC Pau Business School, holder of an MBA from the University of South Alabama and a post-graduate degree (DSU) in Wealth Management from Paris XII University.
+33 (0)1 49 29 55 17
jean-pierre.bourgin@exponens.com

For over 20 years, Jean-Pierre Bourgin has been advising clients on the development of their businesses, particularly in the fields of services, real estate and healthcare.

A business school graduate and holder of an MBA and post-graduate degree in wealth management, he increasingly focuses his expertise in the field of wealth management strategy.

Jean-Pierre Bourgin’s know-how in wealth management consulting has been recognised by the Regional Council of the Ile-de-France Order of Chartered Accountants.

Jean-Pierre Bourgin is a member of the Association of Accounting and Financial Techniques (ATCF) and the Tax Club of Chartered Accountants.

Within Exponens, Jean-Pierre is a member of the Executive Committee.

Jean-Pierre Bourgin


See CV

Partner, Chartered Accountant
Holder of a Master’s degree in Wealth and Real Estate Management from Kedge Business School Bordeaux and a post-graduate university degree in Wealth Management from AUREP, University of Clermont-Ferrand Auvergne
+33 (0)1 49 29 55 36
antoine.renaud@exponens.com

Within the Exponens Group, Antoine Renaud handles the wealth engineering issues of business owners and private individuals. He also holds the expertise required for Financial Investment Advisory (FIA) and Real Estate Transaction activities.

This enables him to set up financial and real estate investment solutions for individuals and companies (holding companies, real estate investment companies, trading companies, etc.).

Within Exponens, Antoine is a member of the Quality & Ethics Committee.

Antoine Renaud
See CV

Sophie Breton

Partner, Chartered Accountant
Graduate of SKEMA Business School Nice

+33 (0)1 49 29 55 38

Paris Gare de Lyon

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Sophie Breton joined Exponens in 1994 after two years with KPMG. After taking charge of chartered accountancy assignments in a variety of fields, she set up the real estate department in 2005, providing accounting and tax assistance (bookkeeping, auditing, reporting, tax compliance, due diligence, etc.) for French and foreign real estate companies and investment funds.

In 2008, she initiated the development within the Exponens group of specific expertise in OPCI accounting, which today enables her to offer a range of services specifically dedicated to this type of real estate vehicle. Sophie Breton regularly runs professional training courses on this subject, and participates in the work of the accounting committee of the Association Française des Sociétés de Placement Immobilier (ASPIM).

Within Exponens, Sophie is a member of the Quality & Ethics Committee.

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